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$20.13 0.41 (2.08%)
10/10/2008 4:00 PM

Polycom, Inc. (PLCM)

CAPS Rating:
****

A global provider of a line of high-quality, easy-to-use communications equipment that enables enterprise users to more effectively conduct video, voice, data and web communications.

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Avatar NeroSagetrade (85.15) Submitted: 10/12/07 1:04 AM : Outperform Start Price: $24.05 PLCM Score: 26.77

I was first attracted to Polycom shortly after the Sept. 11th attacks. Polycom looked like a great play to benefit from the heightened interest in video meetings and VoIP. Today nothing has really changed, except PLCM has improved margins and is growing at nearly the same rate they were in 2001. PLCM is still seeing 20% revenue growth year over year and is trading at a mere 14 times future earnings. They maintain 307 million in cash versus no debt, and their price to book is below their historical average at 2.2! The long-term technicals show that this has an up-line trend support at roughly $23, thus the reason for today's pick. I can't fathom this heading much lower.





Nero


Sagetrade

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